Affluent Wealth Advisor: Hybrid & Digital Planning

Davy; Dublin; Hybrid; EUR 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Flexible working

Learning & development

Pension planning

Job summary

Davy in Dublin is seeking an Adviser to join its Affluent business, delivering holistic financial planning and wealth management for high-net-worth clients using digital planning tools and client portals.

You will build trusted relationships, convert opportunities into new business, and help shape a scalable advisory model within a leading Irish wealth firm. Hybrid working, strong learning opportunities, and a supportive environment for professional development.

Qualifications

• 3-7 years' experience in financial advice or wealth management.
• Experience with affluent clients and banking/pensions products.
• Strong understanding of financial planning across investments, retirement, and protection.

Responsibilities

• Build trusted relationships with affluent clients and understand long-term goals.
• Convert referrals into new business through effective conversations.
• Deliver holistic financial advice across investments, pensions, retirement and protection.
• Develop financial plans using digital planning platform and client tools.
• Manage a portfolio of approximately 300 clients with proactive service.

Skills

Financial planning

Wealth management

Client relationship

Regulatory compliance

CRM platforms

Education

Degree in business/finance

QFA / CFP preferred

CFP preferred

Tools

CRM platforms

Digital planning tools

Job description

Davy in Dublin is seeking an Adviser to join its Affluent business, delivering holistic financial planning and wealth management for high-net-worth clients using digital planning tools and client portals.

You will build trusted relationships, convert opportunities into new business, and help shape a scalable advisory model within a leading Irish wealth firm. Hybrid working, strong learning opportunities, and a supportive environment for professional development.